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ALCBX vs RLBEX
ALCBX vs RLBEX Comparison
Open Charts ALCBX vs RLBEX
ALPS/Smith Balanced Opportunity C
Price$12.62
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets12.19M
American Funds American Balanced R4
Price$37.10
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets253.84B
ALCBX vs RLBEX Comparison Chart in %
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ALCBX vs. RLBEX commentary
Aug 10, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ALCBX is a Buy and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 254B vs. ALCBX (12.2M). RLBEX pays higher dividends than ALCBX: RLBEX (1.81) vs ALCBX (0.92). ALCBX was incepted earlier than RLBEX: ALCBX (5 years) vs RLBEX (23 years). ALCBX (3.33) is less costly to investors than RLBEX (0.59). ALCBX is a more actively managed with annual turnover of: 131.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than ALCBX: RLBEX (250) vs ALCBX (2500). RLBEX annual gain was more profitable for investors over the last year : 10.13 vs. ALCBX (1.43).
| ALCBX | RLBEX | ALCBX / RLBEX | |
| Total Expense Ratio | 1.85 | 0.59 | 314% |
| Annual Report Gross Expense Ratio | 3.33 | 0.59 | 564% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 4.854 | 8.915 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2M | 254B | 0% |
| Annual Yield % from dividends | 0.92 | 1.81 | 51% |
| Returns for 1 year | 1.43 | 10.13 | 14% |
| Returns for 3 years | 20.00 | 31.71 | 63% |
| Returns for 5 years | N/A | 37.00 | - |
| Returns for 10 years | 12.10 | 67.06 | 18% |
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